The Messages Page shows lists of your current messages and surveys. It allows you to manage their content and offers the ability to create new messages.
The Messages Page is where you can answer questions such as:
How do I update the content of an existing message?
How do I create a new text, voice, or email message?
How do I send a message blast?
How do I send a message that offices are closed and cancel any pending appointments?
How do I send a survey to my participants?
How do I send a message to a particular group or sub-group of users?
Sorting Messages
Messages can be viewed in many different ways. Using the drop-downs you can select alphabetical order, creation date, created by Admins, or specific to a clinic/location. You can also use the search function to locate a specific message.
Creating Messages
There are four categories of messages: Group Messages, Rules Schedule Messages, Import Schedule Messages and Closing Messages. Choose Create Message to start a new message.
Web Surveys allow you to create a custom survey to send to your participants. Survey links can be inserted into the other message types to be sent to participants.
Overview The Dashboard offers the ability to see a summary of your outgoing messages and response history. Note: If using the Scheduler go to Messages in the gray bar and then choose Message Dashboard. The Dashboard is where you can answer questions ...
Overview The Contacts page allows you to create Contact Groups and view existing contacts also referensed as clients. You can re-organize your existing clients or upload Excel files of new clients. Contact Groups are utilized when sending group ...
To keep your messages organized, you can utilize our sorting folders. Folders allow you to quickly locate the messages that you want to see. To add a message to a folder, follow the steps below. Did You Know? You can view sorted messages by selecting ...
The Advanced Settings and Group Rules option offers the ability to customize your messages. Advanced Settings allow you to select the timing for multiple messages. Group Rules allows you to specify criteria for when a unique message to be sent. The ...
Overview The Chats feature allows you to send text or image messages to a participant through their phone's text message system. This two-way SMS communication allows for a faster response time while maintaining records of the ...